401(k) · DOL Form 5500 · 2024

Trustbridge, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,055
Participants Near avg headcount
88th
Percentile by assets National rank
$65,932
Avg per participant Below avg balance/head
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Official DOL plan name: Trustbridge 401(k) Plan · Sponsored by Trustbridge, Inc. · Florida · Healthcare & Social Assistance

$70M in assets, 1,055 participants

Trustbridge, Inc.'s Trustbridge 401(k) Plan reported $70M in total assets and 1,055 participants in its 2024 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,096 in Healthcare & Social Assistance (16,916 peers)

Where Trustbridge 401(k) Plan sits by assets

Trustbridge 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 1,055 participants (~$65,932/participant), up 5.3% in 2024.

#15,096
in Healthcare & Social Assistance (16,916 peers)
+5.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Trustbridge 401(k) Plan's outsized position by total assets

Trustbridge 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$69,558,077 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trustbridge 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustbridge 401(k) Plan lands in the large band (1,055 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trustbridge 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Trustbridge 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Trustbridge 401(k) Plan reported participants fell from 1,091 in the plan year 2023 filing to 1,055 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203974015 · Trustbridge, Inc. PY 2024 · 401(k)

Trustbridge 401(k) Plan · $70M · 1,055 · 88th

  • 5500 $70M
  • 5500 1,055
  • 5500 88th
  • 5500 401(k)
  • 5500 near Iscar Metals 401(k) Plan
  • 5500 ind #15096

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Florida →

Trustbridge 401(k) Plan in the asset neighbourhood

Bennett Thrasher, LLP 401(k) Profit Sharing PlanBennett Thrasher, LLP 401(k)…$70MTrustbridge 401(k) Plan$70MIscar Metals 401(k) Plan$70MNorthpoint Development, LLC 401(k) Safe Harbor PlanNorthpoint Development, LLC …$70MCtc Americas 401(k) Plan$70M
End-of-year total assets ($M) among Trustbridge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$70M
Net Income$4M
Employer EIN203974015
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustbridge, Inc.)

Sponsor-wide plan assets over time

All Trustbridge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 15.940792953938546% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60M $69.6M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 1,133 $60M
2023 1 1,091 $66M
2024 1 1,055 $70M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trustbridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Trustbridge 401(k) Plan, Total assets ($B): 0.069558077 · Participants: 1055Trustbridge 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Trustbridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trustbridge 401(k) Plan side-by-side with 3 peers →

Trustbridge 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Iscar Metals 401(k) Plan in TX ($70M); by covered participants it is Pm Pediatrics Management Group, LLC 401(k) Plan in NY (1,055 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,055 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trustbridge 401(k) Plan assets move in 2024? ▼
Trustbridge 401(k) Plan grew at a solid clip - up 5.3% during 2024, from $66M to $70M. Reported net income was $4M.
How have Trustbridge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustbridge, Inc.'s sponsor-wide assets grew 15.9%, from $60M to $70M.
Where does Trustbridge 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustbridge 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trustbridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iscar Metals 401(k) Plan in TX ($70M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Trustbridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pm Pediatrics Management Group, LLC 401(k) Plan in NY (1,055 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203974015.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.